Creating Sub-KPIs and Indicators 15


Note: Before setting up specific Sub-KPIs, create a simple table to ensure their functionality. Select the "Table" chart from the Visualizations pane and add "Department" and "Left". This setup allows for interaction; sub-KPIs will become visible when a department is selected, demonstrating their activation based on user selection.

1. Sub-KPI for Total Employees:

Left Sub-KPI:
2. Sub-KPIs for Attrition Rate:

Left Sub-KPI for Attrition Rate
Right Sub-KPI for Attrition Rate: 
Indicator Sub-KPI for Attrition Rate

3. Sub-KPIs for Avg Satisfaction:

Left Sub-KPI for Avg Satisfaction
: Copy the last created Sub-KPI template, changing the value to ‘L_Sub KPI_Satisfaction’. This Sub-KPI represents the unfiltered Avg Satisfaction percentage and becomes visible upon any selection. Adjust the color to #4AC7B0 to align with the main Avg Satisfaction KPI.

Right Sub-KPI for Avg Satisfaction: Replicate the template from the previously created Sub-KPIs, updating the value to ‘R_Sub KPI_Satisfaction’. This right KPI reflects the differential percentage between the main KPI and the left, unfiltered KPI. Set the color to #4AC7B0 for consistency with the main satisfaction KPI.

Indicator Sub-KPI for Avg Satisfaction
: Utilize the previous indicator template, altering the value to ‘IND_KPI_Satisfaction’. For the conditional coloring: In "What field should we base this on?", select ‘R_Sub KPI_Satisfaction’. Adjust the rules so a positive change (increase) shows in green and a decrease appears in red, reversing the color order from the previous Attrition Rate indicators.


4. Sub-KPIs for Avg Tenure:

Left Sub-KPI for Avg Tenure: Follow the same method as before, copying an existing Sub-KPI template. Update the metric to reflect the unfiltered Avg Tenure percentage. Adjust the visual color to maintain consistency with the main Avg Tenure KPI.

Right Sub-KPI for Avg Tenure
: Copy and update from the previous right Sub-KPI template. Set the value to correspond to the right Avg Tenure KPI, reflecting the relative change compared to the unfiltered rate. The color should match the main Avg Tenure KPI.

Indicator Sub-KPI for Avg Tenure
: Replicate the previous indicator setup. Update the metric and adjust conditional formatting to display a positive change as green and a negative change as red, aligning with common indicator practices.

5. Sub-KPIs for Avg Monthly Hours:

Left Sub-KPI for Avg Monthly Hours: Utilize the same creation method, copying a suitable Sub-KPI template. Change the metric to match the unfiltered Avg Monthly Hours. Ensure color consistency with the main Avg Monthly Hours KPI.

Right Sub-KPI for Avg Monthly Hours
: Copy the appropriate template for the right Sub-KPI. Update the metric reflecting the relative % change compared to the unfiltered data and maintain color consistency with the main KPI.

Indicator Sub-KPI for Avg Monthly Hours
: Use the established indicator template, updating relevant metrics. For conditional coloring, reverse the usual order: designate a positive (increase) change as red and a negative (decrease) change as green.

Note:
All the above steps pertain to the historical section of the dashboard. Repeat the same steps for creating Sub-KPIs and Indicators within the predictive section, ensuring consistency across both analytical views.

Remember: Utilize the Selection Pane and the Bookmarks Pane to effectively manage the visibility of Sub-KPIs and Indicators. For each section (historical and predictive), appropriately hide and unhide these elements as needed to maintain a clear distinction between the different analytical contexts within your dashboard.





How to Use Kpi in Power BI